VP Portfolio Manager: High‑Net‑Worth Wealth Strategy

J T

Granger (IN)

On-site

USD 150,000 - 230,000

Full time

3 days ago

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Job summary

JT in Granger, IN is seeking an experienced Senior Investment Specialist to join the executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios and drive tailored asset-management strategies for high-net-worth clients while maintaining strict fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills, acting as a trusted financial strategist who can articulate

Qualifications

Bachelor’s degree in Finance, Economics, Business Administration, or related field.
8+ years of direct experience in investment management, portfolio management, or wealth advisory.
Deep familiarity with fiduciary procedures and portfolio analytics software
Exceptional verbal and written presentation skills for clients and teams

Responsibilities

Formulate, execute, and monitor customized investment strategies for high-net-worth clients.
Lead fiduciary guidance and client relationship management with Wealth Advisors and Trust Officers.
Conduct macroeconomic, equity, and fixed-income research ensuring compliance with governance standards.
Partner with business development to present proposals and expand regional AUM.

Skills

Portfolio management

Fiduciary guidance

Research

Business development

Communication

Education

Bachelor's degree

Tools

Portfolio analytics tools

Microsoft Excel

Outlook

Job description

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills, acting as a trusted financial strategist who can articulate

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